Top Customers by Stripe MRR & ARR Report in HubSpot:

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To create a Top Customers by MRR & ARR Report:

  • Step 1: Go to Reports > Create Reports
  • Step 2: Create a Custom Report, and set the Primary Data Source to ClearSync Stripe Subscriptions
  • Step 3: Click Configure, then configure the report:
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    • Select the Table icon under β€œChart”
    • Drag the following fields into Columns:
      • Current MRR (pencil icon > change Format to Currency, 0 Decimals)
      • Current ARR (pencil icon > change Format to Currency, 0 Decimals)
      • Stripe Customer Name
      • Stripe Customer Email
      • Product Name
      • Current Period Start (pencil icon > change to Daily)
      • Current Period End (pencil icon > change to Daily)
  • Step 4: Click Sort by and change the sort to Current ARR, Descending
🏁 Save the report and optionally add it to a Dashboard
  • Suggested Report Name: Top Customers by MRR & ARR